UBS Group

UBS Group Portfolio holdings

AUM $478B
1-Year Est. Return 17.78%
 

UBS Group AG, formed through the 1998 merger of Union Bank of Switzerland and Swiss Bank Corporation with roots dating back to 1862, is a Swiss multinational investment bank and financial services firm headquartered in Zurich. Renowned for its dominance in wealth management, UBS serves high-net-worth individuals and families globally, managing trillions in assets, while also offering investment banking, asset management, and retail banking services in Switzerland. The firm has weathered significant challenges, including a major bailout during the 2008 financial crisis, but has since refocused on stability and sustainable growth, emphasizing digital transformation and ESG (environmental, social, governance) investing. With a strong European base and a global reach, UBS remains a cornerstone of the international financial landscape.

This Quarter Est. Return
1 Year Est. Return
+17.78%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$136B
AUM Growth
+$8.08B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
7,343
New
Increased
Reduced
Closed

Top Buys

1
+$692M
2
+$432M
3
+$294M
4
PX
Praxair Inc
PX
+$288M
5
V icon
Visa
V
+$208M

Top Sells

1
+$438M
2
+$255M
3
+$178M
4
TE
TECO ENERGY INC
TE
+$176M
5
XLI icon
Industrial Select Sector SPDR Fund
XLI
+$161M

Sector Composition

1 Financials 8.14%
2 Healthcare 7.99%
3 Technology 7.51%
4 Consumer Discretionary 6.36%
5 Industrials 6.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$767M 0.46%
18,126,603
+1,014,865
27
$744M 0.44%
8,291,155
+294,467
28
$730M 0.44%
9,852,930
+296,808
29
$722M 0.43%
85,199,450
+81,676,250
30
$719M 0.43%
8,262,706
+875,100
31
$683M 0.41%
22,256,423
-296,381
32
$678M 0.4%
5,874,682
+303,479
33
$656M 0.39%
10,561,054
+765,370
34
$646M 0.39%
6,199,084
+287,605
35
$636M 0.38%
16,362,740
+671,300
36
$631M 0.38%
5,164,559
+486,906
37
$630M 0.38%
5,305,135
+633,360
38
$626M 0.37%
19,724,839
+386,454
39
$622M 0.37%
4,808,007
+409,391
40
$603M 0.36%
11,141,958
+806,954
41
$599M 0.36%
4,892,145
+220,643
42
$598M 0.36%
15,975,459
+808,406
43
$585M 0.35%
18,921,185
+1,579,520
44
$576M 0.34%
6,469,535
+168,673
45
$563M 0.34%
5,472,935
+52,730
46
$563M 0.34%
17,513,305
+1,609,922
47
$542M 0.32%
4,847,883
-374,119
48
$542M 0.32%
9,096,574
-1,237,864
49
$535M 0.32%
34,180,852
+4,567,565
50
$530M 0.32%
16,948,112
+987,538
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